The Demand-to-Dispatch System for HVAC Companies.
We help HVAC contractors generate better leads, answer every opportunity faster, book more jobs, and recover revenue lost between the phone call and the dispatch board.
Most HVAC Companies Don’t Have a Lead Problem. They Have a Revenue Leak Problem.
Leads are coming in. But somewhere between the first ring and the dispatch board, jobs are slipping through the cracks. Here’s exactly where it’s happening.
Calls That Go Unanswered
Every missed call is a booked job that went to your competitor. After-hours, high-volume days, and front-desk gaps cost HVAC companies thousands in lost revenue every month.
Slow Speed-to-Lead
HVAC customers call 3 companies. The first one to answer and qualify wins. If your response time is measured in hours, you're handing that job to someone else.
Unqualified Leads Clogging Your Staff
When every inbound contact hits your CSRs directly — including price-shoppers, wrong-service callers, and out-of-area requests — your team burns time on low-value interactions while high-value leads wait.
Follow-Up That Never Happens
Most HVAC companies send one quote and wait. Estimates that don't convert in 48 hours get forgotten. Financing leads go cold. Maintenance renewals slip past the calendar.
Financing Leads Left on the Table
Customers who ask about financing are high-intent buyers. Without a structured follow-up sequence and fast response, most of them disappear before you close the job.
Maintenance Plans Going Unrenewed
Your service agreement customers are your most profitable customers — and your best protection against seasonal revenue swings. Most HVAC companies let these expire passively.
Old Estimates Never Reactivated
A proposal that didn't close 90 days ago isn't dead. It's warm. Seasonal price pressure, equipment failure, or a financing change can flip it — if someone follows up. Almost no one does.
Each gap above is a structural problem — not a hustle problem. You can’t outwork a broken intake process or a follow-up sequence that doesn’t exist. You need a system that closes these gaps automatically.
See the Fix →One System Across the Entire Revenue Path.
Four integrated pillars. No handoff gaps. No disconnected tools. A single operating system that runs from the first ad click to the next service renewal.
Put Your Business In Front of the Right Jobs
Every inbound job starts with a search, a recommendation, or a need. We build and manage the systems that make sure your business captures that demand — at the right moment, in the right service area.
How the System Works
Four sequential phases, each building on the last. Attract the job, capture the lead, convert the booking, scale the operation.
Build a Predictable Inbound Pipeline
We set up and manage paid demand — Google Search, Local Services Ads, and conversion-focused landing pages that capture the right service calls in your target geography. Every campaign is built for booked revenue, not vanity clicks.
- Google Ads + LSA setup and management
- Service-specific landing pages
- Seasonal campaign planning
- Lead source tracking from first click
Answer Every Lead Before It Goes Cold
The intake layer runs 24/7. Every call is answered — or immediately followed up via SMS. AI-assisted intake qualifies leads before they reach your team, so your CSRs handle the right calls, not all the calls.
- AI receptionist for after-hours coverage
- Missed-call text-back in under 60 seconds
- Smart call routing by service + zone
- Lead qualification before CSR handoff
Close More of the Leads You Already Have
Booking, scripting, estimate follow-up, and financing workflows run in the background so opportunities don't fall through. Call scoring surfaces coaching opportunities. Estimate reactivation brings back the jobs that didn't close.
- Appointment booking with confirmation flow
- CSR scripting for service-specific calls
- Multi-touch estimate follow-up
- Financing lead nurture sequence
Retain, Expand, and Optimize Continuously
Maintenance plan automations, review campaigns, and reactivation flows keep revenue flowing from your existing customer base. Weekly reporting shows you exactly what's working across the full revenue path.
- Maintenance plan renewal automations
- Post-job review request sequences
- Customer reactivation campaigns
- Weekly revenue ops reporting
Choose Your System
Each tier is a complete, operational system — not a feature menu. We scope the right engagement during your strategy call.
Capture
For HVAC companies that need to stop losing leads at intake
Your leads are already coming in. Capture installs the infrastructure to make sure they don't disappear before someone picks up. Solid foundation. Fast deployment.
- Lead source tracking and attribution
- Missed-call text-back (under 60 seconds)
- AI receptionist — after-hours and overflow
- CRM setup and lead pipeline configuration
- Appointment booking workflow
- Basic follow-up sequences
Convert
The flagship system for growth-stage HVAC operators
Everything in Capture, plus the full revenue operations layer. Ads, landing pages, qualification, financing workflows, estimate follow-up, call scoring, and weekly reporting.
- Everything in Capture
- Google Ads + Local Services Ads management
- Service-specific conversion landing pages
- Lead qualification logic and routing
- Financing lead nurture sequence
- Estimate follow-up automation
- Call scoring and CSR coaching insights
- Customer reactivation campaigns
- Review generation automation
- Weekly revenue ops reporting
Scale
For larger operators and multi-location HVAC companies
Convert, plus multi-location rollout, CRM/FSM optimization, maintenance plan automation, and executive reporting. Built for operators running structured operations at volume.
- Everything in Convert
- Multi-location rollout and segmentation
- Local SEO and Google Business Profile support
- CRM and FSM system optimization
- Maintenance plan automations at scale
- Executive reporting dashboard
- Operational workflow consulting
- Dedicated growth advisor
Pricing is scoped to your operation during a strategy call. No one-size-fits-all packages. No retainers for work you don’t need.
What Changes When the System Is Running
These aren’t vanity metrics. These are the operational shifts that move revenue — measured from day one of deployment.
Faster Speed-to-Lead
Inbound leads are contacted within 60 seconds — day or night. First-to-respond wins the job in HVAC. We make that automatic.
More Booked Jobs
Better intake, structured scripting, and automated booking workflows turn more qualified leads into confirmed appointments.
Fewer Lost Opportunities
Missed calls get followed up. Estimates get chased. Financing leads get nurtured. Nothing falls out of the pipeline quietly.
Better Lead Quality Handling
Qualification logic filters out price-shoppers and wrong-service calls before they reach your CSRs, protecting your team's time.
Stronger Follow-Up Conversion
Multi-touch follow-up sequences on open estimates and financing leads recover jobs that would have been silently abandoned.
Improved Dispatch Pipeline Visibility
Track every lead from source to dispatch. Know which campaigns are producing revenue, not just clicks.
Who This Is Built For
This system is purpose-built for a specific type of HVAC operator. We’re selective about who we work with because results depend on the right fit.
We work with a limited number of HVAC companies at a time. Every engagement is custom-scoped. We don’t take on clients we can’t produce outcomes for.
See If You QualifyStop Losing Jobs Between the Phone Call and the Dispatch Board.
Install a demand-to-dispatch system built specifically for HVAC companies. We scope the engagement to your operation during a free strategy call — no pressure, no pitch decks.